CIK: 0001550228
申报总市值
US$3.7亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 30.09% | -3.10% | +0.68% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 26.83% | -3.22% | +1.08% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 8.22% | -0.66% | -0.81% | |
| 4 | Z | Zillow Group INC - C | 股票-通信服务 | 6.33% | +3.23% | +1.21% | |
| 5 | ZG | Zillow Group INC - A | 股票-通信服务 | 3.14% | +1.84% | +1.20% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.86% | -0.05% | +9.78% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.71% | -0.26% | +0.00% | |
| 8 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 2.67% | +4.44% | NEW | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 2.23% | -0.42% | -16.37% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.02% | -0.25% | -4.56% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.35% | +0.25% | |
| 12 | DOCU | Docusign INC | 股票-科技 | 1.40% | +0.14% | — | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.35% | -0.16% | +5.72% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.99% | -0.08% | +12.94% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.95% | -0.10% | +10.24% | |
| 16 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.94% | -0.08% | -4.78% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.70% | -0.20% | — | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.67% | -0.13% | +0.01% | |
| 19 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.54% | -0.09% | +1.41% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.53% | -0.03% | -14.81% | |
| 21 | ETSY | Etsy INC | 股票-周期性消费 | 0.42% | — | +0.00% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.42% | -0.03% | +2.20% | |
| 23 | IEV | Ishares Europe ETF | ETF-其他 | 0.34% | — | — | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.26% | +0.08% | — | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.23% | — | — | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.21% | — | +41.08% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.21% | — | — | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.15% | -0.03% | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.13% | — | — | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.13% | -0.01% | +8.06% | |
| 31 | LOGMEUR | Logmein INC | 股票-其他 | 0.13% | -0.19% | EXIT | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.11% | — | — | |
| 33 | BA | Boeing Co/the | 股票-工业 | 0.11% | — | +0.11% | |
| 34 | SNAP | Snap INC - A | 股票-通信服务 | 0.09% | -0.03% | — | |
| 35 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.08% | +0.01% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.07% | -0.02% | — |